Business and transaction advisory

You can expect more from us than the classic professional understanding of a chartered accountant or tax consultant. About 40 years of “ADVISORY ROLE” and thus the holistic consulting of well-known and successful German medium-sized companies in various industries as well as wealthy individual of our society have shaped us and created a rich wealth of experience, which enables us to create efficient solutions for individual problems and challenges every day.

We provide guidance and advice during the entire process from the structuring of new, fresh ideas and activities in the start-up phase, the appropriate support for all founding needs, the analysis of your economic or personal situations, the development of tailor-made solution proposals, to the transformation and implementation of the developed proposals in practice.

The following is of great value to you:

  • Our professional basis as merchants and economists
  • Our broad industry experience
  • Our deep and long-standing knowledge of companies with their areas of opportunity and risk, their necessary processes and procedures
  • Our creativity in searching appropriate, efficient solution proposals
  • Our down-to-earth approach and an eye for what is feasible, as well as
  • Our factor of success for the last 40 years – the striving for “simply good work”

Our extensive range of services for companies includes, among other things:

  • Preparation of business plans and plausibility checks of integrated revenue, balance sheet and liquidity planning (business model reviews)
  • Advice on strategic investment and financing decisions
  • Preparation of concepts for corporate transactions – economic, legal and tax aspects as well as communication requirements
  • Financial, commercial and tax due diligences as buyer representatives (buy side) or vendor due diligences
  • Assistance in transformations and restructurings
  • Support in the digitalization of business processes (project management, conception of digital document processes [e.g. e-invoices], preparing of procedural documentations)
  • Administration of Management Participation Programs
  • Creation of concepts for company succession
  • All services of a company’s tax department (tax files keeping, corporate housekeeping)
  • Preparation of remediation reports and remediation advice
  • Assumption of internal auditing
  • Execution of wills

Our extensive range of services for individuals and personalities includes, among other things:

  • Advising board members – executive board, management, supervisory board and administrative board – on tax issues and questions of current business
  • Advice on investment decisions for equity and real estate investments
  • Tax planning and tax structuring – income tax as well as gift tax / inheritance tax
  • Advice on questions of residence and change of residence
  • Tax-optimized structuring of family property
  • Advice in testamentary matters

We name you well-known references – please feel free to contact us.